Use Deals to track sales opportunities from the first conversation all the way to close.
📁 Where to find your deals
Open Deals in the sidebar. My deals shows deals you're a member of; All deals shows everyone's. Each deal shows its qualification Score, and you can filter by account and status.
➕ Create a deal
Deals are created from meeting prep: a deal meeting needs a deal, so the wizard offers Create new deal for that account.
👤 How membership works
No manual assignment. When someone is added as a participant to a meeting linked to a deal, they become a deal member automatically.
✅ Actions on a deal
Close as won, Close as lost, or Delete deal. History, notes, and meeting context stay intact.
🔗 Keep your CRM in sync
Link a deal to your CRM from the meeting: the Link to deal action lets you link an existing CRM deal or create a new one (the button names your workspace's own CRM). After each meeting, the follow-up's Update CRM section pushes notes, deal updates, and next steps, always on demand, with a confirmation. Records created from uman carry a "Created by uman" attribution, and uman never deletes anything in your CRM.
